Sync Shopify Orders, Invoices and Payments to MYOB

Shopify orders to MYOB quotes, orders and invoices

Choose which sales documents MYOB Sync creates. Each process has its own filters, so you can create an MYOB order first and convert it to an invoice when the Shopify fulfilment or financial status meets your chosen conditions.

Make the sales document fit your workflow

Customer selection

Choose From Order for the Shopify customer, or Generic to assign all orders to a selected MYOB customer. The From Order option requires the customer flow and initial customer sync. Set a fallback customer for missing email addresses or unmatched records.

Numbering and reference fields

Use the Shopify order ID as the MYOB number, or keep MYOB’s sequential numbering. You can add a custom order prefix and copy Shopify order notes into the MYOB comment.

Delivery, dates and tax

Set the time zone, delivery status (Print, Email, PrintAndEmail or Nothing), optional MYOB category and tax-inclusive setting. You can also include the customer’s name in the shipping details.

Lines without a SKU

For item-based orders, MYOB needs an item for each line. Enter a default MYOB item number in No SKU Order Lines for Shopify lines that do not have a SKU.

Default order line location

Select a default MYOB location for order lines. If none is selected, the first MYOB location is used. Multiple location mapping overrides this default.

Service layout

If you do not keep stock in MYOB, the optional service layout uses a selected account instead of product items. Your company file must support the hybrid services-and-items layout.

Create customer cards or use a generic customer

Enable Create Missing Customer Cards for New Orders to create a MYOB customer card when a new Shopify customer places an order. This supports the From Order customer choice in sales settings.

Run the initial customer sync before starting. If you prefer not to create individual customer cards, choose Generic in the order settings and select an existing MYOB customer. For orders with no usable email address, a fallback customer can prevent an unmatched customer from blocking the export.

Sync Shopify payments to MYOB

Enable Create Payments and select the MYOB account that will receive the payments. The payment record includes the customer, date, amount, payment method, receipt number and account.

• Link to invoices or orders: payments link to MYOB invoices by default. If Create MYOB Orders is enabled, you can select the option to link payments to MYOB orders and invoices.
• Choose payment statuses: the default filter includes successful payments. The settings also allow pending payments, so review the filter before changing it.
• Map payment methods on Pro: assign Shopify payment methods to individual MYOB accounts. Without method mapping, payments go to one selected account.

Before investigating a missing payment, check that its order or invoice was exported successfully. The customer on the payment must match the customer on the MYOB sales document.

Handle Shopify returns and refunds in MYOB

The return flow creates an MYOB credit note as a negative invoice entry with a credit balance. Find it under Returns & Credits in the MYOB desktop app or Customer returns in the web app.

Return references use an -R suffix to distinguish them from the original sale. If MYOB sequential numbering is used, the suffix applies to the purchase order reference rather than the generated invoice number.

The refund flow creates a credit refund when a Shopify transaction is marked refunded. The invoice or return credit note must have a credit balance before the refund can be applied. A Refund Returns Only option is available through support if you want refunds applied only to returns instead of both invoices and returns.